fbpx
Read important disclosures
Form CRS
Client Resources
800-262-1083

Camarda Wealth Blog

Timely Strategy & Advice

tax control

Advanced Estate Planning & Tax Control

Warning! Federal Estate Taxes can take nearly half of applicable family wealth, and are likely going much higher as the 21st Century progresses. If your family wealth is a few million to lots more, you are probably very exposed and…
Read More
wealth masterclass

Trust & Estate Planning Critical Principals

Dr. Camarda teamed up with “Super Lawer” John Crawford to teach the critical principals of effective family trust design and estate planning. Watch the video class to learn why trusts are so important even for the most basic estates, and…
Read More
taxes in retirement

Taxes in Retirement

Taxes may represent your greatest retirement risk, slashing spendable income and possibly increasing the chances of running out of money too soon. Dig into our taxes in retirement webinar, learn what risks you face and what tax control tactics –…
Read More

Advanced Tax Control

High and growing taxes probably represent one of the greatest threats to your wealth, retirement freedom, and financial security. Click in for our informative video class on smart tax and how to use tax law to legally reduce taxes and…
Read More

Super 401K Tax

We were asked to develop a video class for physicians on the “super 401k” concept, which works just as well for non-health care business owners with the right tax profile. Regular 401(k)s are part of a tax-deductible retirement plan class…
Read More

Advanced Retirement Planning

Please have a look at my Advanced Retirement Planning Video Class. Designed for investors with $500K+, we think we’ve delivered  some very advanced-level education in a fun, understandable format that provides actionable steps to supercharge your wealth. If you’ve got…
Read More

Market Update: April 23rd, 2024

IN THE MARKETS Stocks recorded their third consecutive week of broad losses, as concerns over tensions in the Middle East and the possibility of U.S. interest rates remaining “higher for longer” appeared to weigh on sentiment. Mega-cap technology shares lagged…
Read More

1Q 2024 Recap & 2Q 2024 Outlook

Key Updates on the Economy & Markets Stocks continued their upward trajectory in early 2024. The S&P 500 returned more than 10% for a second consecutive quarter, setting multiple new all-time highs along the way. Notably, this quarter saw a…
Read More

A Guide to High Net Worth Financial Planning

Most of us dream of obtaining financial freedom. Not only would this virtually eliminate stress from our lives, but it also opens countless opportunities to explore hobbies and enjoy life to the fullest. It’s no secret you’ll need to implement effective…
Read More

Smart Money Investment Strategies

When it comes to investing money, the more things change, the more they stay the same. Often consumers start investing using savings accounts, the money market, and other short- term investment options. Later, when they start to save for retirement…
Read More

The Pros and Cons of 401k Rollovers

We often get questions on the wisdom of rolling over from a 401k. Here’s a deep dive on the subject. When people change jobs or retire, one of the biggest challenges is deciding if it’s smart to rollover at 401(k)-type…
Read More

Last Minute Tax Tips & Tactics – Part I

Ah, it’s March again, and the tax madness musters anew. For those who yearn to file by April 17th, the pressure begins to build. Before the mad dash takes off in earnest in just a few short weeks, you may…
Read More

Annuities Investment Advice

As most clients know, Camarda does not typically recommend annuities. Still, this material may be helpful as a refresher, or to pass on to someone you care about. In most of the cases we’ve seen, the products are very expensive,…
Read More

Schedule Discovery Call Now

Zipcode

🔒 Your details will be held securely. By entering your email / mobile number you agree that we may send you promotional messages via email or text with offers, updates, and marketing messages. You understand and agree that we may use your information in accordance with our Privacy Policy.